Celia Carroll has joined Morgans Financial as a private client adviser, moving from Findex where she worked as a senior partner specialising in financial advice to family office and multigenerational client groups.
Ms Carroll, who officially commenced the role last month, is based in Brisbane and reports to executive general manager for the Milton and Springfield-Ipswich businesses, Anne Germon.
“Ms Carroll will be responsible for providing comprehensive wealth advice for clients across every life stage. She has a proven track record of client collaboration to ensure that all aspects of their financial position are well understood, well positioned and protected,” Ms Germon said.
“During her 26 years as a financial adviser, Celia has developed expertise in the areas of retirement and estate planning, superannuation advice (including self-managed super funds), wealth management and investment advice.
“Celia’s skill and expertise are a good fit for the broader Morgans team.”
